Boston Trust Walden’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Boston Trust Walden’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.96M	Buy	6,637 +309	+5%	+$224K	0.04%	229
2026 Q1	$4.12M	Buy	6,328 +10	+0.2%	+$6.8K	0.03%	240
2025 Q4	$4.31M	Hold	6,318	–	–	0.03%	231
2025 Q3	$4.21M	Hold	6,318	–	–	0.03%	230
2025 Q2	$3.9M	Buy	6,318 +493	+8%	+$282K	0.03%	229
2025 Q1	$3.26M	Sell	5,825 -37	-0.6%	-$21.7K	0.02%	234
2024 Q4	$3.44M	Sell	5,862 -207	-3%	-$122K	0.02%	236
2024 Q3	$3.48M	Sell	6,069 -1,122	-16%	-$620K	0.02%	235
2024 Q2	$3.91M	Sell	7,191 -24	-0.3%	-$12.6K	0.03%	231
2024 Q1	$3.77M	Buy	7,215 +210	+3%	+$105K	0.03%	231
2023 Q4	$3.33M	Sell	7,005 -63	-0.9%	-$28.1K	0.03%	231
2023 Q3	$3.02M	Buy	7,068 +2	+0%	+$890	0.03%	234
2023 Q2	$3.13M	Hold	7,066	–	–	0.03%	236
2023 Q1	$2.89M	Hold	7,066	–	–	0.03%	239
2022 Q4	$2.7M	Hold	7,066	–	–	0.02%	243
2022 Q3	$2.52M	Sell	7,066 -50	-0.7%	-$19.9K	0.03%	242
2022 Q2	$2.69M	Sell	7,116 -13	-0.2%	-$5.33K	0.03%	245
2022 Q1	$3.22M	Hold	7,129	–	–	0.03%	245
2021 Q4	$3.39M	Buy	7,129 +2,335	+49%	+$1.07M	0.03%	249
2021 Q3	$2.06M	Hold	4,794	–	–	0.02%	254
2021 Q2	$2.05M	Sell	4,794 -692	-13%	-$289K	0.02%	261
2021 Q1	$2.17M	Sell	5,486 -13	-0.2%	-$5.01K	0.02%	255
2020 Q4	$2.06M	Sell	5,499 -75	-1%	-$26.6K	0.02%	262
2020 Q3	$1.87M	Sell	5,574 -50	-0.9%	-$16.6K	0.02%	268
2020 Q2	$1.73M	Sell	5,624 -139	-2%	-$40.7K	0.02%	269
2020 Q1	$1.49M	Buy	5,763 +250	+5%	+$76.3K	0.02%	267
2019 Q4	$1.77M	Sell	5,513 -691	-11%	-$213K	0.02%	272
2019 Q3	$1.84M	Hold	6,204	–	–	0.02%	268
2019 Q2	$1.82M	Buy	6,204 +974	+19%	+$280K	0.02%	276
2019 Q1	$1.48M	Hold	5,230	–	–	0.02%	285
2018 Q4	$1.31M	Hold	5,230	–	–	0.02%	286
2018 Q3	$1.52M	Sell	5,230 -235	-4%	-$66.9K	0.02%	283
2018 Q2	$1.48M	Buy	5,465 +1,981	+57%	+$535K	0.02%	285
2018 Q1	$917K	Hold	3,484	–	–	0.01%	306
2017 Q4	$930K	Hold	3,484	–	–	0.01%	307
2017 Q3	$875K	Buy	3,484 +237	+7%	+$58.4K	0.01%	310
2017 Q2	$785K	Buy	3,247 +1,990	+158%	+$477K	0.01%	307
2017 Q1	$296K	Buy	+1,257	New	+$292K	﹤0.01%	340

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Trust Walden's SPY Position: Q2 2026 in Review

Boston Trust Walden increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q2 2026, buying an estimated $224K and bringing the position to 6,637 shares worth $4.96M. The position accounts for 0.04% of the portfolio, ranked #229.

Boston Trust Walden first reported a position in SPY in Q1 2017 and has held it in 38 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Boston Trust Walden held 6,637 shares of State Street SPDR S&P 500 ETF Trust worth $4.96M as of Q2 2026.
Boston Trust Walden bought 309 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $224K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Boston Trust Walden's portfolio in Q2 2026, its #229 holding.
Boston Trust Walden first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 38 quarters since.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.